Anchor Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
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|
2025
Q1 | $1.43M | Sell |
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|
2024
Q4 | $1.43M | Buy |
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|
2024
Q3 | $1.45M | Sell |
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|
2024
Q2 | $1.5M | Sell |
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|
2024
Q1 | $1.56M | Buy |
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|
2023
Q4 | $1.44M | Sell |
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|
2023
Q3 | $1.38M | Sell |
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|
2023
Q2 | $1.44M | Sell |
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|
2023
Q1 | $1.42M | Buy |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q3 | $1.27M | Buy |
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|
2022
Q2 | $1.31M | Buy |
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|
2022
Q1 | $1.4M | Sell |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $1.31M | Sell |
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|
2021
Q2 | $1.39M | Buy |
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|
2021
Q1 | $1.3M | Buy |
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|
2020
Q4 | $1.03M | Buy |
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|
2020
Q3 | $232K | Buy |
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|
2020
Q2 | $163K | Buy |
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|
2020
Q1 | $74K | Buy |
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|
2019
Q4 | $47.2K | Hold |
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|
2019
Q3 | $44.4K | Hold |
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|
2019
Q2 | $44K | Hold |
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|
2019
Q1 | $42.7K | Hold |
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|
2018
Q4 | $38.4K | Hold |
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|
2018
Q3 | $43.8K | Hold |
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|
2018
Q2 | $42K | Hold |
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|
2018
Q1 | $41.5K | Hold |
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|
2017
Q4 | $43K | Hold |
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|
2017
Q3 | $41K | Hold |
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|
2017
Q2 | $40.3K | Hold |
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|
2017
Q1 | $39.8K | Hold |
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|
2016
Q4 | $38.8K | Hold |
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|
2016
Q3 | $36.5K | Hold |
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|
2016
Q2 | $35.7K | Buy |
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